CWM

Calamos Wealth Management Portfolio holdings

AUM $2.76B
1-Year Est. Return 25.23%
This Quarter Est. Return
1 Year Est. Return
+25.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2B
AUM Growth
+$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$12.1M
3
+$12M
4
AAPL icon
Apple
AAPL
+$11.4M
5
META icon
Meta Platforms (Facebook)
META
+$10.8M

Top Sells

1
+$11.1M
2
+$9.28M
3
+$6.44M
4
DDOG icon
Datadog
DDOG
+$6.33M
5
BSX icon
Boston Scientific
BSX
+$5.7M

Sector Composition

1 Technology 22.75%
2 Consumer Discretionary 8.09%
3 Financials 7.91%
4 Healthcare 6.68%
5 Communication Services 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.7M 0.54%
152,892
+696
52
$10.4M 0.52%
61,039
+49,542
53
$10.1M 0.51%
242,715
-110,980
54
$9.98M 0.5%
98,922
-56,510
55
$9.54M 0.48%
11,984
+113
56
$9.43M 0.47%
20,251
+9
57
$9.23M 0.46%
34,408
+4,599
58
$8.85M 0.44%
94,478
+1,286
59
$8.84M 0.44%
75,771
-20,963
60
$8.27M 0.41%
56,560
-16,052
61
$8.06M 0.4%
66,551
+61,387
62
$8.04M 0.4%
42,311
-6,340
63
$8.03M 0.4%
113,324
+44,835
64
$7.16M 0.36%
94,678
+3,324
65
$6.88M 0.34%
26,565
+67
66
$6.21M 0.31%
6,563
-826
67
$6.01M 0.3%
11,285
+898
68
$5.96M 0.3%
24,285
+286
69
$5.93M 0.3%
53,640
-10,973
70
$5.64M 0.28%
33,965
+6,429
71
$5.37M 0.27%
23,174
-167
72
$5.22M 0.26%
20,199
+200
73
$4.58M 0.23%
725,168
74
$4.58M 0.23%
17,045
+5,089
75
$4.47M 0.22%
102,291
+3,354
1 2
3
4 5